价格触及两个月高点后回跌，交易员在充分供应展望与关于中国需求的猜测间权衡。
在巴西天气忧虑及中国刺激经济的背景下，自 soybean 价格跌至2020年以来最低水平以来有所反弹，但美国丰收的前景限制了涨幅。近来增长迹象过热也对期货造成压力。
有报道指出，在一个主要假期前，美国已向中国售出多达25船 soybean。据马雷克斯集团 Marex Group Plc 的执行官表示，“可能中国正在本周加速购买美国 soybean，并在下周买得更少或不买任何 – 这是之前多年的情况。”
同时，US soybean 出口数据显现稳定的豆油需求，助推了价格。尽管9月19日当周销售量降至约15.7万吨，但仍超过分析师的预期。“美国 soybean 的需求正在持续。”Ito 指出，“如果看全年累计销售情况，已经相当于去年的水平。”
新闻来源：www.bloomberg.com
原文地址：Soy Retreats From Two-Month High as Traders Weigh China Sales
新闻日期：2024-09-26
原文摘要：
prices erased gains after reaching a two-month high, as traders weighed an ample supply outlook and speculation about Chinese demand.Futures for November delivery rose as much as 1.1% in Chicago to $10.6475, the highest intraday price since July 26, before reversing those gains. Soybean prices have bounced back since plunging to the lowest level since 2020 amid concerns about the weather in Brazil and economic stimulus in China. Still, the upside is limited by a bumper US harvest. Signs that recent gains have been overextended also weighed on futures.There are numerous reports that US exports sold as much as 25 cargoes of soybean to China ahead of a major holiday, according to , a director at futures and options brokerage Marex Group Plc.“It’s possible that China is accelerating US soybean purchases this week and will buy less or nothing next week — it has done the same in previous years,” said Ito. Soybean prices have also been boosted as US export show a steady demand for the bean. While soybean sales fell to 1.57 million tons in the week ended Sept. 19, volume topped average analyst . “Demand for US soybeans is flowing,” said Ito. “If we look at accumulated sales for the year, it’s already equivalent to last year.”
